The Wealth Management Index: The Financial Advisor's System for Assessing
The Wealth Management Index: The Financial Advisor's System for Assessing & Managing Your Client's Plans & Goals | |
Автор: | Ross Levin |
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Оригинал издан: | ???? |
«The Wealth Management Index: The Financial Advisor's System for Assessing & Managing Your Client's Plans & Goals» — книга ???? года.
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От издателя 
«Because wealth management encompasses a variety of disciplines--the management of personal risks, prudent investing, reduction of income taxes, and ensuring appropriate estate distribution--traditional performance measures are misleading and…»